Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Client Lifecycle Management, A Practical Demo of the Industry’s Leading Solution & Services

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Client Lifecycle Management, A Practical Demo of the Industry’s Leading Solution & Services

Client Lifecycle Management, A Practical Demo of the Industry’s Leading Solution & Services

Every financial institution in the world is facing a perfect storm of spiraling regulatory change which is putting additional pressure on banks to collect more data and documentation from clients, increasing the cost of compliance and seriously impacting operational efficiency.

Watch our recent webinar where we provide a practical demonstration of client lifecycle management and discuss: